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Find Retirement Advisors for Retirement Planning in Georgia

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Georgia, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

Finding the Best Retirement Planners in Georgia

Last Updated - June 16, 2026

Georgia has 11 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and non-vetted advisors in your local area. These retirement advisors in Georgia have an average of 24 years of experience.

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List of Qualified Retirement Planning Advisors in Georgia

VERIFIED

Tim Eckel
ChFC^®
Eckel Financial Network, LLC

Qualifications
CRD# 2366817
Firm CRD# 141238
Series 6, 63, 65

Minimum Assets Required
$500,000

Address

105 Pilgrim Village Drive, Ste 500,
Cumming, GA 30040 See Details

Advisory Services:

Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Hourly, Commissions, Based on Assets

Find An Advisor

VERIFIED

Jaylon Ellison
CFP^®, AIF^®
4P Wealth Trust

Qualifications
CRD# 4572920
Firm CRD# 146051
Series 7, 63, 65, 66

Minimum Assets Required
$500,000

Address

6600 Peachtree Dunwoody Road,
Embassy Row 600 St 575,
Atlanta, GA 30328 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Jim Funk
CFP^®
Farther Finance

Qualifications
CRD# 4140260
Firm CRD# 302050
Series 7, 63, 65

Minimum Assets Required
$0

Address

4950 Highland Oaks Run SE,
Mableton, GA 30126 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Flat Fee

Find An Advisor

VERIFIED

Justin Stanfill
Founding Partner
Cerrito & Stanfill Wealth Management

Qualifications
CRD# 6781303
Firm CRD# 152665
Series 65

Minimum Assets Required
$500,000

Address

130 E. Main St.,
Suite 300,
Canton, GA 30114 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Based

Find An Advisor

VERIFIED

Mark Stancato
CFP^®, EA, ECA, CRPS^®
VIP Wealth Advisors

Qualifications
CRD# 2709160
Firm CRD# 335528

Minimum Assets Required
$400,000

Address

120 W Trinity Pl,
Decatur, GA 30030 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Flat Fee

Find An Advisor

VERIFIED

Sam Evans
MBA, CExP, CFA^®
Evans Wealth Management

Qualifications
CRD# 5715560
Firm CRD# 151640

Minimum Assets Required
$1,000,000

Address

6340 Sugarloaf Parkway,
Suite 200,
Duluth, GA 30097 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

W. Steve Marbert
CFP^®
Richard Young Associates, Ltd.

Qualifications
CRD# 2590560
Firm CRD# 126124

Minimum Assets Required
$100,000

Address

205 Hudson Trace,
Augusta, GA 30907 See Details

Advisory Services:

Compensation/Fee

Fee-Only

Find An Advisor

VERIFIED

Prudential Advisors: Greater Florida Financial Group

Qualifications
Firm CRD# 8733
Series 7, 66

Minimum Assets Required
$10,000

Address

701 San Marco Blvd, Suite 7100,
Rincon, GA 31326 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Savannah Wealth Group

Qualifications
Firm CRD# 8032
Series 7, 66

Minimum Assets Required
$0

Address

7393 Hodgson Memorial Dr # 201,
Savannah, GA 31406 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

200 Galleria Drive SE,
Suite 1805,
Atlanta, GA 30339 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Savant Wealth Management

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

Address

400 Northridge Road,
Atlanta, GA 30350 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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